Compare · 3 funds side by side · dividends reinvested

BUFS, FMAY and BALT

BUFSFirst Trust×FMAYFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,864FMAY · best of the three

02 / 04

BUFS, FMAY and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Small Cap Moderate Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.7%+8.6%[…][…]−4.4%8.3%$200M1.7

FT Vest U.S. Equity Buffer ETF - MayDefined Outcome · Buffer0.85%0.00%+4.6%+6.6%+14.0%+8.3%−4.2%8.0%$1.5B1.8

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.3B1.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BUFS 2024 · FMAY 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Small Cap Moderate Buffer ETF · $200M[…]

BUFS

FMAY

FT Vest U.S. Equity Buffer ETF - May · $1.5B$14,864

$10,000 five years ago, dividends reinvested

BUFSMeasureFMAY

+6.7%Year to dateJan 1 → Nov 5+4.6%

+8.6%1 yearTotal return+6.6%

[…]3 years · per year$10,000 became […] · $14,805+14.0%

[…]5 years · per year$10,000 became […] · $14,864+8.3%

0.10%Expense ratio$10 · $85 a year on $10k · lower is better0.85%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−4.4%Worst dropSmaller is better−4.2%

8.3%VolatilityLower is calmer8.0%

BUFSFMAY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–2BUFS wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUFS vs FMAY: Top 5 Holdings

Today

BUFS

99.9%in top 5

FMAY

in top 5[…]

BUFSStockFMAY

25.6%SNOVnot top 5

24.8%SFEBnot top 5

24.8%SAUGnot top 5

24.8%SMAYnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BUFS vs FMAY Returns, Every Period

First TrustBUFS

+8.6%

past year

FMAYFirst Trust

+6.6%

past year

BUFSFMAYFaded: behind in that period

2–0BUFS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BUFS vs FMAY

YTD

First TrustBUFS

+6.7%

FMAYFirst Trust

+4.6%

+6.7%Year to date+4.6%

−4.4%Worst drop · 1Y−4.2%

8.3%Volatility · 1Y8.0%

0.0%Yield0.0%

$200MAssets$1.5B

2–1FMAY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUFS, FMAY, BALT

Today

0.10%lowest, BUFS

FundExpense ratioFee$10k

BUFS0.10%$10

BALT0.69%$69

FMAY0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BUFS, FMAY, BALT

0.00%highest, BUFS

FundTrailing yieldYield$10k

BUFS0.00%$0

FMAY0.00%$0

BALT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFS

BUFS$0 − $10 = −$10

BALT$0 − $69 = −$69

FMAY$0 − $85 = −$85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BUFS, FMAY, BALT

Today

[…]holdings […]

BUFSFMAYBALT

BUFS—[…][…]

FMAY[…]—[…]

BALT[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.6%BUFS, at 8.3% volatility

BALTWorst drop−1.2%2.6% vol

FMAYWorst drop−4.2%8.0% vol

BUFSWorst drop−4.4%8.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BUFSFMAY

+6.7%Year to date+4.6%

0.0%Yield0.0%

+8.6%Past year+6.6%

0.10%Fee0.85%

3–0BUFS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026